=== SUMMARY ===
- A novice investor is struggling to reconcile traditional value investing fundamentals (which yield very low fair value estimates) with the current market prices of major technology companies.
- The author's thesis is that strict application of value investing screens appears to preclude investment in the largest, most prominent market leaders, leading to confusion and potential inaction.
- Quality assessment: This is noise. It is a beginner's question about methodology, not a researched investment thesis or due diligence (DD).
=== SENTIMENT ===
NEUTRAL
=== TRADE IDEAS ===
No actionable trade ideas in this post.
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Hi all,
Hope you're having a good day.
I'm a newbie to value investing. Prior to this, I've only been accumulating ETFs like VOO, apart from some investments in hot tickers like NVDA and NBIS.
My question is, if I apply the fundamentals of value investing to any business, their fair price/buy price is ridiculously low to most of the prices. With using this logic, I cannot enter the market in any of the big companies like Apple, Amazon, Microsoft.
Am I missing something here? What am I doing wrong?